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Eisenhower Health 403(b) Retirement Plan Lincoln Alliance program5720812EISENHOWER HEALTH 403(b) PLAN Both pretax and Roth aftertax contributions are taken from your paycheck. Enroll and make changes

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How to fill out pre-tax or roth

01

Determine if your employer offers a pre-tax or Roth 401(k) option.

02

Decide how much of your income you want to allocate towards your pre-tax or Roth contributions.

03

Fill out the necessary forms provided by your employer to specify your contribution amount and type (pre-tax or Roth).

04

Monitor your contributions to ensure they align with your financial goals and make adjustments as needed.

Who needs pre-tax or roth?

01

Individuals who want to save for retirement through their employer-sponsored retirement plan.

02

Those who want to take advantage of potential tax benefits associated with pre-tax or Roth contributions.

03

People who want to diversify their retirement savings by contributing to both pre-tax and Roth accounts.

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What is pre-tax or roth?

Pre-tax contributions refer to money deducted from your paycheck before taxes are applied, reducing your taxable income. Roth contributions are made after taxes have been taken out, allowing for tax-free withdrawals in retirement.

Who is required to file pre-tax or roth?

Anyone who participates in a retirement plan that allows pre-tax or Roth contributions, such as a 401(k) or IRA, may be required to file, depending on their income and tax situation.

How to fill out pre-tax or roth?

Filling out pre-tax or Roth contributions involves providing your employer with the contribution amount and choosing the type of account on your retirement plan enrollment form.

What is the purpose of pre-tax or roth?

The purpose of pre-tax contributions is to lower taxable income in the present, while Roth contributions allow for tax-free withdrawals during retirement, encouraging savings.

What information must be reported on pre-tax or roth?

Generally, information such as the contribution amount, the type of account (pre-tax or Roth), and any earnings on your contributions must be reported on your tax forms.

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